French multinational bank BNP Paribas has acquired a significant stake in Tata Motors Commercial Vehicle through a block deal worth ₹152 crore. The transaction involved the purchase of over 35.43 lakh shares from Goldman Sachs, executed through BNP Paribas Financial Markets at ₹429.30 per share, representing a 2.70% discount from the previous closing price of ₹441.40.

Block Deal Transaction Details

The major institutional transaction highlights continued interest from international financial institutions in India's commercial vehicle sector. Following the deal announcement, Tata Motors shares declined nearly 3% to settle at ₹428.90 on the BSE.

Company Performance Since Listing

Tata Motors Commercial Vehicle was carved out from Tata Motors Limited while retaining the original name and was listed as a separate entity. The stock made its exchange debut at ₹335 on the NSE and has demonstrated strong performance, gaining 28% since its listing. The company currently maintains a market capitalization of ₹1.57 lakh crore.

Recent Financial Results

The company's latest quarterly results present a mixed picture, with revenue growth offset by significant losses. Revenue from operations reached ₹18,585 crore, marking a 6% increase from ₹17,535 crore in the corresponding quarter of the previous financial year. However, the company reported a consolidated net loss of ₹867 crore compared to a net profit of ₹498 crore in the year-ago period.

Operational Performance Highlights

Despite the net loss, the company showed improvement in operational efficiency metrics. EBITDA margins expanded to 12.20%, witnessing an uptick of 150 basis points, while EBIT margin reached 9.80%, rising by 200 basis points. These improvements were aided by higher volumes and favorable realizations.

The company attributed the net loss primarily to mark-to-market losses on recently listed investments in Tata Capital worth ₹2,000 crore, which led to a profit before tax of ₹600 crore and net income of ₹900 crore. This institutional investment by BNP Paribas reflects confidence in the commercial vehicle segment's long-term prospects despite current financial challenges.

Tata Motors Limited has announced its investor and analyst conference call to discuss the financial results for Q3FY26, scheduled for January 29, 2026. The call will commence at 6:30 PM IST and will feature discussions on the company's financial performance and operations for the quarter ended December 31, 2025.

Conference Call Details

The conference call will be conducted by senior management representatives from Tata Motors Limited. The session is structured to provide comprehensive insights into the company's quarterly performance.

Global Participation Schedule

To accommodate international investors and analysts, Tata Motors Limited has provided multiple time zone schedules for the conference call.

Access and Participation

The company will provide live webcast access for all participants, enabling them to listen to management discussions and the question-and-answer session. Participants can submit questions to management through the Q&A text box available on the webcast platform. The access link will remain active exclusively during the duration of the conference call.

Results Availability

Tata Motors Limited will upload the financial results and investor presentation on its official website on January 29, 2026, shortly after dissemination to stock exchanges. The documents will be accessible at the company's quarterly results section on cv.tatamotors.com. This announcement has been made in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.